WestHill Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $826K | Sell |
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|
2025
Q2 | $764K | Buy |
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|
2025
Q1 | $889K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $857K | Sell |
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|
2024
Q2 | $917K | Sell |
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|
2024
Q1 | $929K | Buy |
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|
2023
Q4 | $874K | Sell |
|
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $973K | Buy |
|
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $799K | Buy |
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